Funding Your Account and Understanding Fees

How do I fund my Webull Advisors account?

Funding options include ACH, wire transfer, or internal transfer from a Webull Financial account.

App:

1. Switch to your advisor account
2. Tap Transfer Money under the Actions tab
3. Choose ACH, wire, or Webull Account for your transfer method. Recurring deposits can be set up within the advisor account.

When will my portfolio start to invest after a deposit?

Funds typically take up to 5 business days to settle, depending on the deposit method. Instant buying power is provided during ACH processing. Once funds settle or buying power updates, trades are automatically scheduled based on your selected strategy and risk profile.

• First-time deposit: Purchase orders are generally completed within 2 business days.
• Additional deposits: Rebalancing may take up to 7 business days, depending on recent or pending trades.

Minor delays may occur due to market conditions.

Are there any costs in a Webull Advisors account?

Yes, there is a 0.2% annual fee, calculated daily and charged monthly. You will incur fees based on the account's balance.

Daily Accrued Fee = (Account's closing Net Account Value of the previous day * annual rate of 0.2%) / 365

In a leap year, the denominator changes to 366.

If monthly fees are less than $1, a flat $1 will apply. If there is a $0 balance on the account advisor fees will not be charged. Fees are deducted from the cash balance on the second trading day of the following month. If there's insufficient cash to cover the fees, some assets may be liquidated for the payment. A 3-month free period is offered for new accounts.